The Role Become a vital member of our team as a Customer Relationship Advocate. This unique opportunity at Fidelity accelerates your career journey with personalized support, comprehensive training, and skill development. As a licensed professional, you will deliver exceptional customer service by managing inbound phone calls and assisting Fidelity's valued clients. Your abilities will be key in addressing a wide array of client needs, including trade requests and money movement, while providing online assistance and much more! What to Expect As a new Customer Relationship Advocate, you'll immerse yourself in the financial services industry, master new concepts, cultivate new skills, and strive to reach new milestones through three main phases: Licensing Preparation: In the initial months, you will study for and obtain your FINRA SIE®, Series 7, and 63 licenses, fully sponsored by Fidelity. This includes dedicated paid study time and access to invaluable resources such as licensing coaches and workshops. Although challenging, rest assured, our team will support you throughout this journey! Skill Development: As you progress, you will handle increasingly complex customer calls and will have scheduled time weekly to connect with your team, engage with your leader, and broaden your network. Proficiency: As you become more confident and proficient in serving customers, you will have opportunities to explore new career paths through job shadowing and utilize our career center. The Expertise and Skills You Bring A strong commitment and dedication to complete the FINRA SIE®, Series 7, and Series 63 exams through our renowned licensing program. A passion for continuous learning along with the ability to quickly absorb and apply new concepts. A desire to build genuine connections with customers through meaningful, resolution-oriented conversations. Capability to navigate various situations and feelings to drive towards effective resolutions. A growth mindset characterized by adaptability and personal accountability, fostering long-term success. Outstanding critical thinking and analytical problem-solving skills, with a proficiency in interpreting scenarios and leveraging resources. Comfort and confidence in learning and using new technologies or proprietary systems, as well as the ability to navigate multiple platforms simultaneously. Note: Fidelity is not providing immigration sponsorship for this position. The Team Our Greatest Asset is Our People We pride ourselves on fostering a diverse workforce that promotes a culture of belonging and creates inclusive experiences for our associates, customers, and the community. We offer a range of robust benefit programs to help you and your family maintain a healthy work-life balance. Some of our featured benefits include: Maternal and Parental Leave, Tuition Reimbursement, Student Loan Assistance, 401(K) with a 7% match, Health Insurance, Dental Insurance, Vision Insurance, Disability Insurance, Paid Time Off, Commuter Benefit Program, Backup Dependent Care, Charitable Match, Concierge Services, and Wellness Programs. Fidelity follows a hybrid working model that combines the advantages of both onsite and offsite work experiences. Onsite work is crucial for our business strategy and culture, with most hybrid roles requiring associates to work onsite every other week (Monday through Friday) in a Fidelity office.